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Client and Project Overview

Our client offers software solutions to eCommerce platforms that enable them to engage customers throughout the entire process of receiving an order to delivering products. The client’s software for shipping, tracking, notifications, and returns has been highly valued by companies like Nike, Nintendo, Macy’s, Ralph Lauren, and thousands of other mid-size eCommerce companies. However, their CPQ implementation in 2018, which was set up with basic configuration and subsequently maintained without expert assistance, led to proliferation of SKUs, complex and difficult to maintain price rules and multiple unmanageable price books.


  • Complex Product/SKU Proliferation that ere difficult to maintain
  • CPQ was implemented in 2018 with basic setup and subsequently maintained without expert help
  • Price rules that were complex and challenging to sustain, along with numerous unmanageable price books
  • Complex and inefficient Process Builders were used that were not following Salesforce’s recommendations and best practices


  • Refined the configuration of product structure & pricing to ensure solution is scalable by using salesforce CPQ prescribed best practices
  • Migrated all process builders to flows on Opportunity, Quote objects and their child objects to simplify and bring functionality to one place to introduce efficiency and Salesforce prescribed best practices
  • Refined business processes to improve user experience
  • Ensured that there was thorough testing of application from functionality, performance & volume testing
  • Defined scalable processes to ensure production support with quick turnaround time and further enhance the solution to meet new business needs


  • Salesforce Sales Cloud
  • Salesforce Revenue Cloud


Reduction in Sales Cycle Time
Reduced SKU Proliferation

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